Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,548 | $88,707-88.1% | $74,184-85.8% | $273,972-96.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.11% | 11.94%+5.2pp | 17.74%-0.6pp | 41.46%-24.3pp |
| Employer contribution / active EE | $765 | $3,159-75.8% | $2,370-67.7% | $4,869-84.3% |
| Participant deferral / active EE | $4,240 | $4,212+0.7% | $3,550+19.4% | $5,287-19.8% |
| Admin fee / account holder | $214 | $8,717-97.5% | $5,586-96.2% | $10,133-97.9% |